William Hoffman

William Hoffman

President, CEO

William earned a B.S. from the University of Oregon in 1979, as well as being an Academic All-American for the U of O football team. He has specialized in retirement planning for over 36 years and attributes his longevity and success to the extensive services he offers. He has been a past board member of McKenzie State Bank (which has since been absorbed by Umpqua Bank) and is married with two grown children.

Qualifications:

  • Series 51, 6, 7, 63 and 65 securities registered: Products available include Mutual Funds, Fixed, and Variable Annuities, Money Market Accounts and Life Insurance including Variable Life, 529 plans, mutual funds and Stocks. * and fee based accounts.

  • Certified Instructor for Oregon Insurance Department Continuing Education Classes

  • Servicing over 1800 active clients; 1400 of which are retired and collecting benefits
  • Spent 8 years servicing Eugene Water and Electric Board (EWEB) 457 plan of over 400 employees

  • Has over 25 years of experience in the 403(B) payroll deduction market. Onsite enrollment and educational workshops

Phone 541-686-1795